Devin is driven by a positive outlook and a sincere desire to help people reach their financial aspirations, no matter what situation they’re in. His forward-thinking mindset and adept problem-solving skills will guide clients through their upcoming tax season and ensure a smooth, hassle-free experience.
Read MoreJoel Jenkins
Joel Jenkins is an experienced mortgage loan officer with Rivermark Community Credit Union with 20+ years experience serving our communities in Oregon and Washington
Amber Jones
Amber Jones has been with the firm since 2016. The first part of her career was spent overseeing and managing the finances of the company as the CFO. After graduate school, Amber transitioned to lead our credit union team. Amber works closely with stakeholders to provide credit union members with access to financial planning and investment management services. Amber is also a financial advisor and CPA and uses her experience in tax and financial management to help members achieve their financial goals.
Amanda Earlywine
Amanda is an Associate Advisor with a passion for financial literacy and assisting business owners. Her attention to detail combined with her focus on the "big picture" from her program manager background bring value to the way we serve our clients.
Austin Pearce, CPA, CFP®
Austin is a Certified Public Accountant with experience in accounting and tax planning. He enjoys the teamwork and camaraderie of working with clients and is committed to creating strategies that support their growth objectives. Working as a Lead Advisor, Austin uses his experience and passion to benefit our clients on a daily basis.
Drayton Carlberg, CFP®
Drayton spent the first part of his career at Human Investing as a Trade Analyst, executing the portfolio management tasks for the firm. Drayton is intimately familiar with our firms investment philosophy and strategies and works with clients to make sure their financial goals and account investments are aligned. Coming from a competitive athletic background, Drayton brings a strong sense of teamwork and enthusiasm to his role as an advisor. He is passionate about serving our clients well.
Jake Stewart, CFP™
Jake is a CERTIFIED FINANCIAL PLANNER™️ practitioner dedicated to helping clients accomplish their goals per their distinct values. He specializes in building comprehensive financial plans with an emphasis on retirement planning, tax mitigation, and long-term income management. He and his team effectively manage the financial landscapes of their clients by giving proactive counsel and ensuring their clients’ peace of mind.
Krista Harkavy
Krista serves on our Financial Planning Team. It is her joy to come along side our advisors and be a part of the incredible work we do for our clients. She loves to see the peace that we can provide to people in knowing they are cared for.
Eve Bell, QKA
Eve helps clients navigate the nuanced and complex landscape of qualified retirement plans by providing plan design expertise and advocating for employers and their employees.
Jill Novak, SHRM-CP
Jill has spent her time at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. As a SHRM certified practitioner, Jill now puts all her past experience to work - ensuring that the Human Investing team is cared for and the operations run smoothly.
Luke Schultz, CFP®, CPA
Luke is well-practiced in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.
Andrew Gladhill, CFA, IACCP®
Andrew loves to analyze and tell stories about numbers. With his experience as a financial analyst, he’s helped many people achieve financial success by providing clear, simple, and understandable solutions.
Rachelle Top
Passionate about making financial wellness accessible to all through education and advocacy, Rachelle draws from her background in psychology and experience in the financial services sector to serve our credit union clients. She loves connecting with others and learning about their story.
Marc Kadomatsu, CFP®, ChFC®, CLU®
Marc brings extensive experience in financial planning, executive benefit, estate, tax and insurance planning. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s a member of the Estate Planning Council of Portland and is the former President and Board Chair of the Financial Planning Association (FPA) of Oregon and SW Washington.
Clayton Phillips, CFP®
Clayton is a CERTIFIED FINANCIAL PLANNER™ practitioner with a focus of financial planning and advising clients transitioning to retirement. He brings experience in managing income from investments, social security, pensions, and other sources to ensure clients make the most of what they have while minimizing taxes. Questions answered, proactive advice, and peace of mind are just part of the great experience provided by Clayton and his team.
Will Kellar, CFP®
Will is motivated by the opportunity to serve hardworking people and their financial pursuits, through advocacy, problem solving and great advice. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner who loves the feeling of when our team makes a positive tangible impact in someone's life. He’s also serving as an adjunct professor of Retirement Planning at George Fox University.
Andrew Nelson
Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.
Nicole Wilson, CPA, CFP®
Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services.
Alanna Wilson
Alanna serves at Human Investing by coming along side both clients and team members to smooth bumps in the road of paperwork, technology, and human communication. For her work at Human Investing, Alanna draws from her diverse experience in gerontological social work and business management.
Dr. Peter Fisher
Peter Fisher is the founding partner and CEO of Human Investing, an Oregon headquartered, employee-owned financial management company. Dr. Fisher’s research focuses on consumer financial literacy and behavior. He is the author of Becoming a 401(k) Millionaire (2018), and his doctoral dissertation is titled Financial Literacy and Behavior in Credit Unions.
